Nextenergy Solar Share Discussion Threads

[spectoacc] 10/10/2022 11:24

Considering none of it seems to have actually been announced yet, it does feel an over-reaction. However, have to add the move in the risk-free rate recently too. Some are now testing those lows.

I don't understand enough about the effects tho, and not sure anyone else does either. ie on NAV, income, borrowing.

NESF, UKW, BSIF, FSFL, TRIG..

[speedsgh] 10/10/2022 11:09

NESF share price seemingly disproportionately affected by the news. Are they affected more by the changes than their peers?

[tuftymatt] 10/10/2022 11:06

Yeah I have picked a few more up here today as at this level any "windfall" news has to be priced in now right??

[nw99] 10/10/2022 11:01

Renewable tax worries buy the dip

[spectoacc] 10/10/2022 09:42

Thanks all. Was surprised no mention of it on here.

[williamcooper104] 10/10/2022 09:29

Yep - they are doing the windfall on renewables Possibly with no investment allowance as think it's a price cap at £50-60 MWH rather than a tax increase Also reports that there's measures in government to effectively block almost all new solar developments will be blocked to protect low grade agricultural land I'm not a conspiracy theorist - but you do have to question the influence of Koch bothers/fossil fuel money on this lunatic government AY (US listed but UK resident so no WHT owns a spread of renewables globally not in UK - worth a look at)

[keyno] 10/10/2022 09:29

It was all over the weekend press wasn't it?

I see my post crossed with one above.

[spectoacc] 10/10/2022 09:10

Assume been something in the press or from govnt, eg on tax? NESF, UKW, BSIF all off 5-6% in first hour.

[edward3] 09/10/2022 09:45

It was paid the 30th September

[masurenguy] 09/10/2022 09:31

Cheers - do you know when payment is due?

[tag57] 09/10/2022 09:29

This went ex-div on the 18th Aug for q/E 30/6

[masurenguy] 09/10/2022 09:08

Does anyone know when the interim dividend of 1.88p per share for the quarter ended 30 June 2022, that was announced on 22 August, goes XD ?

[tuftymatt] 02/10/2022 08:50

A good write up.
Yes there are risks but that's the same with all investments right now. A 10% increase in the share price / back to where we were a month ago and a solid divi for the next 12 months is what I expect to see here and that's why I have added a few more recently.

Good luck all holders.

[tole] 01/10/2022 13:12

https://www.fool.co.uk/2022/09/28/this-renewable-energy-dividend-stock-yields-7-should-i-buy-shares/This renewable energy dividend stock yields 7%. Should I buy shares?Jabran Khan takes a closer look at this dividend stock with its enticing yield. Could now be a good time to buy the shares?Published 28 September, 3:15 pm BSTNESFFemale analyst sat at desk looking at pie charts on paperImage source: Getty ImagesBoosting my passive income stream through dividend-paying stocks is a key part of my investment strategy. When considering any potential share to buy, I look at the yield on offer. I noticed that NextEnergy Solar Fund (LSE:NESF) currently offers a dividend yield of over 7%. Could it be a good dividend stock option for me to buy and hold?Solar panel investment fundAs an introduction, NextEnergy is an investment fund that focuses on solar energy infrastructure assets. It owns a series of assets throughout the UK with a total energy generation of 865MW, as I write.Solar energy has risen in prominence in recent years, like many other renewable energy options. This is because the planet battles climate change, and many governments are looking to cut harmful carbon emissions.So what's happening with NextEnergy shares currently? Well, as I write, they're trading for 103p. At this time last year, the stock was trading for 94p. This is a 9% return over a 12-month period.To buy or not to buySo what are some of the pros and cons of me buying NextEnergy shares?FOR: A major positive for me is the current renewable energy market as a whole, as well as NextEnergy's growth to date. Renewable energy around the world is a burgeoning market as everyone races to create alternative fuel solutions, in line with increasing demand for electricity. NextEnergy has grown its estate consistently since it began. It has grown its output year on year for the past eight years. In addition to this, its costs remain largely fixed, which could help boost growth and shareholder returns.AGAINST: As a real estate investment trust, NextEnergy must return 90% of profits to shareholders. The issue I have here is that it is using debt to finance growth. I am usually put off by debt so will keep a keen eye on its balance sheet.FOR: As a potential dividend stock, NextEnergy's yield looks solid right now. It has a track record of increasing its payout since 2015. This is important for me as I want to boost my holdings with stocks that pay regular and consistent dividends. In addition to this, the shares look cheap on a price-to-earnings ratio of just five currently.AGAINST: As with any passive income stock, it is worth remembering that dividends are never guaranteed. They can be cancelled at the discretion of the business at any time. This is usually to conserve cash in times of economic volatility or unexpected events.A dividend stock I would buyReviewing all the information at hand, I do like the look of NextEnergy shares. I believe it could be a great stock to boost my passive income stream as it operates in a growth market. I am conscious of the risks involved too, however.I would be happy to add NextEnergy shares to my holdings.

[williamcooper104] 30/9/2022 21:28

Yep - same - total cluster fk of a week

[badtime] 30/9/2022 15:32

Nearly pressed the panic sell button earlier in week ..phew

[sam 4224] 30/9/2022 14:16

Just received in my II account. Thanks to all for inputs

[scrwal] 30/9/2022 12:57

ii ( Interactive Investor) have paid in my ISA .

[joey52] 30/9/2022 12:41

AJ Bell paid this morning

[al101uk] 30/9/2022 12:29

Same. I'm with II, got today as dividend day, but no dividend.

Unusual for II.

[tuftymatt] 30/9/2022 12:04

Yeah my notes say we are due one today but I don't seem to get them on the day itself.

[sam 4224] 30/9/2022 11:18

Thought we were due a dividend today but I have not received it. Am with II. Has anybody got it or still waiting ? THANK YOU